ALBERT INVESTMENTS, LLC

126 E Haley St
Suite A2
Santa Barbara, California 93101
Tel: 844-891-9309

About ALBERT INVESTMENTS, LLC

ALBERT INVESTMENTS, LLC, formally registered with the SEC as ALBERT INVESTMENTS, LLC. The firm was established in 12/03/2018. They have over 1 offices throughout the country.

ALBERT INVESTMENTS, LLC is a Santa Barbara, California based Financial Planning firm with nearly $16,706,781 assets under management, offering retirement planning & investment advisory services to 217729 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298006
SEC#	801-114361
Assets Managed by Firm	$16,706,781
No. of Clients	217729
No. of Advisors	3

Fee Structure

Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	217729	$16,706,781
Individuals (other than high net worth individuals)	217729	$16,706,781

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